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Schwab US Broad Market ETF

1,304 hedge funds and large institutions have $13.3B invested in Schwab US Broad Market ETF in 2026 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 516 increasing their positions, 479 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% more capital invested

Capital invested by funds: $12.9B → $13.3B (+$353M)

0% less funds holding

Funds holding: 1,3081,304 (-4)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

Holders
1,304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
128
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.9M
Puts
$14.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1176
GAMMA Investing
California
$97.1K
CTC
1177
Central Trust Company
Missouri
$92.5K
SWP
1178
SIMA Wealth Partners
Virginia
$88.5K
HPC
1179
HM Payson & Co
Maine
$88.3K
IAIM
1180
International Assets Investment Management
Florida
$86.7K
GCP
1181
Gill Capital Partners
Colorado
$82.8K
MSWA
1182
Marshall & Sterling Wealth Advisors
New York
$80.9K
KFA
1183
Kelleher Financial Advisors
New York
$78.2K
SIS
1184
Strategic Investment Solutions
Illinois
$77.2K
RF
1185
Roxbury Financial
New Jersey
$75.7K
GGI
1186
Godsey & Gibb Inc
Virginia
$72.7K
GIA
1187
GHP Investment Advisors
Colorado
$72.6K
FFA
1188
Frazier Financial Advisors
Ohio
$71.9K
FS
1189
Financially Speaking
Colorado
$70.1K
WPA
1190
Wealth Preservation Advisors
Tennessee
$69.3K
GEA
1191
Glen Eagle Advisors
New Jersey
$69K
EWA
1192
Elevate Wealth Advisory
Georgia
$67.8K
GKIM
1193
GW&K Investment Management
Massachusetts
$67K
HWM
1194
HighMark Wealth Management
Minnesota
$64.9K
OHWP
1195
Oak Harbor Wealth Partners
North Carolina
$62.8K
HRC
1196
Hoertkorn Richard Charles
$62.2K
FNWA
1197
Financial Network Wealth Advisors
Utah
$61.6K
TPWA
1198
Twin Peaks Wealth Advisors
California
$58K
TWD
1199
True Wealth Design
Ohio
$56.3K
JFA
1200
JNBA Financial Advisors
Minnesota
$55.6K